Import Wizard
in progress
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Layla at ProcessDriven
In addition to CSV imports, it would be invaluable to have a user-friendly import wizard (with step by step prompts) to allow you to easily migrate your data into SmartSuite.
This might include wizards for platforms like: Airtable, ClickUp, Asana, Notion, etc...
For an example of this, see the "Import from Popular Apps" section on ClickUp's documentation (https://help.clickup.com/hc/en-us/articles/6311099045783-Importing-Into-ClickUp).
Oscar Viniegra
Unfortunately, the current import wizard is very impractical, it takes forever to import tables because each field must be created, and type matched. Smartsuite could use Airtable's wizard as a benchmark, one can throw an excel file to it and it can import all the tables at once, hassle free.
Jon DarbyshireeeArtem Kunytsia is there a tentative date for the update of this import wizard?
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Chad Urbshott
Any word or update when this feature will be released? This is badly needed as the current import function is subpar and takes forever to bring in a simple CSV or spreadsheet. Almost every other database system has an import wizard much more capable than this. I can upload an entire Excel workbook and every table is setup with column headings matched automatically.
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Jamie
Artem Kunytsia, Stoyan Daskaloff • Design Lead @ SmartSuite, when is the Airtable import wizard expected to be released?
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Tracey Lorenson
Any progress on this? I know there were comments a year ago that it was coming soon but with data in Airtable and Clickup the costs of moving/getting set up with SS aren't worth it until we can import.
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Chen
This is essential, especially considering that Airtable has altered its pricing model. Many users are actively seeking a superior tool at the same or even lower cost. And please keep in mind that Airtable users may not vote here because they are not yet users of SmartSuite. I only did this because it is currently crucial and urgent for me. If it were easy to switch from Airtable, that would be a game-changer. Do you already have a release date for the Airtable import tool?
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Randall Nichols
Chen: Would be great to have this sooner than later. Especially need for ClickUP
Artem Kunytsia
in progress
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Christian Stenner
Please, add Trello import as well.
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Jeff Eusebio
ClickUp has an amazing import from Asana. We made the decision to move to SmartSuite rather than ClickUp, but we have a
lot
of project info we need to move over from Asana. Eventually, not tomorrow. Here's hoping for prioritization for an Asana import!(A workaround in the short term would be to import from Asana to Clickup then Clickup to SmartSuite.)
Stoyan Daskaloff • Design Lead @ SmartSuite
Layla at ProcessDriven Cher The Import Wizard is coming really soon. As Jon has already mentioned, after AirTable we will move forward with ClickUp and Monday as well.
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Cher
This is absolutely needed. After watching Layla's video and trying out SmartSuite for the past few days, we're very interested in moving over to SmartSuite. However, as a Bookkeeping firm, we use a lot of sub-tasks in Clickup. After attempting a few imports, the sub-tasks import as parent records in SS and there's no way to change them to sub-items. Really need a good import wizard from Clickup! I can't imagine having to start from scratch typing in all of our existing tasks and sub-tasks :(
Jon Darbyshire
Cher: I understand the need and value of having this for customers that are converting from Clickup and other products. I will figure out an easy way to bring over your data. Sorry that we don't have this now for you.,
Our Onboarding team is also available to help with things like this if you feel comfortable sharing the data you would like imported. If this is an option for you, please respond here, and I will connect you with a member of our onboarding team or feel free to click on the icon in the bottom right corner of SmartSuite - to start a direct conversation with our onboarding team.
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Cher
Jon Darbyshire: Thank you for your reply. I have been working with Emma and the onboarding team. Appreciate you working on solutions to import more easily, thank you.
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